What benefits will your firm see as a Trusted Xperts Partner?


Well firstly we need to say that we are only looking to have a strong working relationship with Partners who truly want to grow their businesses. Our purpose is to provide Partners with a service provision that complements your existing business identity with a framework that makes you more easily connected with and to serve customers.

So if your business is seeking a fresh and exciting way of working and gaining new business opportunities from a national platform that believes in fantastic customer service excellence - then we believe it makes great sense to get aboard now.

Our promise to you is that we have a strategy to promote Trusted Xperts Partners both locally and nationally in the following ways:


Digital | Events | Publications | Radio | Television


As our marketing influence grows across the UK, our ambition is to commit to a national radio advertising campaign within 2019 and a television advertising campaign by 2020; so there's never been a better time to get onboard as a Trusted Xperts Partner as our brand becomes front of mind for business owners and consumers.

Partnership will allow us to drive new business leads directly to you, whilst reducing your marketing spend (which alone could pay for your partnership fees), effectively raising awareness of your business in your area, and where appropriate pay you referral fees for certain types of client referral. Our local events will also help you spearhead influence within your community further driving new opportunities and relationships.

As part of our wider strategy to effectively engage and drive awareness with business owners and consumers, regarding the wide product and service provision we support - our professional 4K UHD video studio complex is currently being built. Once completed we will use the studio facilities to create, manage and distribute a large amount of video content on the Trusted Xperts website and across social media channels and with the press. Once the studio complex is fully operational we will offer all of our TX Partners help in creating their own video to use on their profile page and their own website and social media channels - all completely free of charge! We are investing in you because we genuinely want you to succeed.


VIDEO STUDIO EDITING SUITE SWITCHES

There's so much potential ahead and we'd love to have you join us. Act now to avoid disappointment.

We very much welcome your application, and give you every assurrance that your Personal and Company Information is protected by 256 bit TLS encryption. We never pass your information on to third parties other than as indicated in our Privacy Policy.



To register a Secure Application to become a Trusted Xperts Partner please click the following link:

 

Start TX Partner Application

Better Together: Financial Advisers, Accountants and Law Firms


When facing major decisions, small businesses commonly turn to experts with whom they have worked previously and built a relationship of trust. Often, these experts are Accountants or Solicitors. Accountants are certainly equipped to advise on such issues, possessing a knack for big-picture thinking and understanding the precautions needed to keep a business in good shape. But while an Accountant's skillset transcends number-crunching and book-balancing and Solicitors provide a wide range of legal expertise, there are areas where a client's queries might be better directed elsewhere. This is where Financial Advisers can help. Boasting keen insight into the human side of business operations and possessing a wealth of relevant research and case studies, Financial Advisers are well-placed to communicate the value of general business advice including for example business protection to SMEs on a personal and professional level.



With a complementary blend of skills and knowledge, a strong case can be made in favour of increasing cooperation between Accountants, Solicitors and Financial Advisers. In most cases, these networks are not always obvious and certainly not from a client's perspective. Many small businesses may have traction with an Accountant, Solicitor or a Financial Adviser, although sometimes these relationships are vague and not particularly well developed, and those that do not are at least aware of reputable firms working in either sector. With this in mind, Accountants, Solicitors and Financial Advisers sharing a client, should consider increasing communications with one another. This suggestion is grounded in sector feedback. When put in place, these networks are proving effective in illustrating the values of business protection to small businesses. Of those in possession of Key Person insurance, the majority of SMEs reported that they were encouraged to take out cover by either their Accountant, their Financial Adviser, or both, although there's no direct evidence that Solicitors think of the compelling case to refer a client through to a Financial Adviser.


A Case for Cooperation


More than half of the UK's small businesses lack any kind of business protection insurance. For a small minority, this is a conscious decision. Having calculated the risks and evaluated their options, these organisations have decided that, for now, business protection is an unnecessary investment. But for many, this could prove a fatal oversight. Whether underestimating the risk associated with the illness or death of a key employee, or being unaware of the cover which can provide respite in such an event, these firms are putting themselves in a vulnerable position should the worst happen.


Helping Hands


Cooperation is not just good for clients. Working together to provide a consistently high standard of tailored customer service, Accountants, Solicitors and Financial Advisers can build a shared reputation larger than the sum of its parts. With customers satisfied and word spreading about their services, all parties are more likely to retain clients, and attract new ones. To be clear, in agreeing to cooperate, Accountants, Solicitors and Financial Advisers are by no means signing away their independence. Indeed, by working closely with Trusted Xperts as one of our Approved Partners, Accountants and Solicitor firms can acquaint themselves with a new set of clients and cross-market their services to interested parties. The same applies when the roles are reversed. In this respect, cooperation is a good way for Accountants, Solicitors and Advisers to expand their portfolios, without compromising their organisation's individuality.


Ensuring you Insure


Add the client into this symbiotic network, and everyone is set to win. In many respects, Accountants and Solicitors are protecting themselves by encouraging clients to take out business protection or accessing additional services from Financial Advisers. When a small business loses a major stakeholder and isn't covered, it faces hardship, if not potentially total ruin. If the company folds, Accountants and Solicitors find themselves without a client. Turning the situation on its head, were this client to have taken out protection insurance, their immediate future would be secure, and their name would remain on the organisation's books. Moreover, looking to plan its long-term recovery, the client would inevitably seek counsel from experts. In doing so, it provides Accountants, Solicitors and Financial Advisers on the Trusted Xperts platform with lasting demand, and the revenue which comes with it. Furthermore, in no way does this mean that the client is being exploited. Clearly, it is SMEs who benefit the most from being covered. Most realise this, and a resounding 90% of small business owners have reported that they would like to seek advice about insurance from Accountants or Financial Advisers. But for those that do not, cooperation will prove most valuable. By encouraging small business owners to consider how their organisation would respond to the loss of a major stakeholder, Accountants, Solicitors and Financial Advisers can stress the value of business protection and other mission critical services or products. Meanwhile, by asking them to consider the impact which this loss would have on the families of those affected, they can promote lesser-known but equally valuable Relevant Life Plans.



Everyone's a Winner


Clearly, we all benefit from cooperation. Accountants and Solicitors have a duty of care which goes beyond processing finances or legal representation. By working with Financial Advisers to make SME clients better-informed of the risks which they face, they can fulfil that duty of care, consolidate their interests and build a network with which to look towards the future. By pooling their efforts to promote protection and cross referral of each of their respective services, we all become that bit more secure.

The above was prepared with close cooperation from Richard Kateley, Head of Intermediary Development at Legal & General, and we would like to thank Richard for his valuable input.

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why choose Trusted Xperts?

Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with a selected Openwork Financial Adviser, and our Trusted Xperts Partner Accountants and Law Firms in your local area.

Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by great products and services, at prices that are fair and transparent. That's our promise.

contact us

Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter. The internet is not a secure medium and the privacy of your data cannot be guaranteed. We do however take every care to ensure your data is protected by 256 bit TSL encryption. Our website and platform are GDPR compliant. Please view our Privacy Policy to learn how we handle your Personal Data.

If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner profile contact form - you will be contacted by them.




 

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0333 444 5 800

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4 Factory Road, Newport, NP20 5FA, Wales.
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